Portfolio Construction

We have documented in two white papers our views that conventional “wisdom” regarding portfolio construction and manager selection is often incorrect and misguided. We have also described in two other white papers our views on investing in India and the opportunity set for public versus private equity investing in the U.S. Taken together, these white papers help explain the unconventional approach Gresham has taken to managing wealth for families, family offices, foundations and endowments since 1997.

Gresham Insights

*Gresham has been recognized by Barron’s, Family Wealth Report and Financial Advisors RIA based on survey data provided by Gresham measuring various aspects of its business and investment performance was not an explicit criterion. None of the rankings are based on information about actual client experience and should not be considered indicative of the future performance of Gresham or the advisory services it provides. Surveys ranged in number of participants from 12 to over 400. More details are provided at nationally recognized.